WISDOMTREE TR

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AIVI·97717W786·US·ETF

AIVI (WISDOMTREE TR) is held by 23 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($2.9M), LPL Financial LLC ($2.6M), JONES FINANCIAL COMPANIES LLLP ($863,044). Net institutional sentiment: Mixed.

23

Holders

(3 Elite)

$9.4M

Total Value

53% (17)

Consensus

9 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)28

Insider (Form 4)68

Activist (13D/13G)50

Congressional (STOCK Act)64

Holder Quality

14

★★★★★

Elite

16

★★★★

Strong

22

★★★

Solid

60

★★

Below

81

★

Weak

Held by 23 funds

3 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AIVI.

Top Holders

Top Holders (23)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	50,789(-11.5%)	$2.9M	0.0%	+46.75%	0
LPL Financial LLC	Increased	46,897(+4.8%)	$2.6M	0.0%	+37.97%	28
JONES FINANCIAL COMPANIES LLLP	Increased	15,441(+0.4%)	$863,044	0.0%	+44.47%	25
Savant Capital, LLC	Increased	9,960(+100.0%)	$549,938	0.0%	+8.40%	39
CITADEL ADVISORS LLC	Decreased	7,238(-7.2%)	$407,499	0.0%	+10.03%	0
EP Wealth Advisors, LLC	Unchanged	5,960	$335,548	0.0%	+61.56%	0
Creative Planning	Decreased	5,211(-1.3%)	$293,379	0.0%	+60.51%	0
RAYMOND JAMES FINANCIAL INC	Increased	4,812(+14.0%)	$270,906	0.0%	+48.13%	26
WELLS FARGO & COMPANY/MN	Increased	4,136(+69.1%)	$232,862	0.0%	+6.95%	23
STIFEL FINANCIAL CORP	Decreased	4,000(-1.2%)	$225,200	0.0%	+22.06%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Unchanged	3,734	$210,224	0.0%	+44.08%	0
NewEdge Advisors, LLC	Increased	3,228(+462.4%)	$181,738	0.0%	+5.73%	37
TD Waterhouse Canada Inc.	Unchanged	2,600	$145,080	0.0%	+73.03%	0
BLAIR WILLIAM & CO/IL	Unchanged	1,210	$68,123	0.0%	+114.29%	0
BlackRock, Inc.	Unchanged	663	$37,327	0.0%	+14.69%	0
Steward Partners Investment Advisory, LLC	Decreased	250(-83.4%)	$14,075	0.0%	+68.61%	0
OSAIC HOLDINGS, INC.	Decreased	200(-84.9%)	$11,260	0.0%	+27.21%	0
US BANCORP \DE\	Unchanged	131	$7,375	0.0%	+26.81%	0
UBS Group AG	New	104	$5,855	0.0%	+2.76%	24
ROYAL BANK OF CANADA	New	81	$5,000	0.0%	+2.76%	23

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AIVIWISDOMTREE TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer